DeepSeek Calls Huawei Training Chips One of Its Biggest Bets

DeepSeek CEO Liang Wenfeng says training on Huawei chips is one of the company's biggest bets. [1] Techmeme attributes the report to The Information and describes Liang's assessment as coming from sources. [1]

Huawei is set to deliver training chips in the fourth quarter or in the first quarter of 2027. [1] The reported delivery window spans two possible periods: Q4 and Q1 2027. [1]

DeepSeek’s stated bet is specific: it concerns training, while the reported hardware timetable remains a two-window delivery estimate. That makes delivery timing the immediate point to watch before judging how far the Huawei effort has progressed. With only one report and no chip model, performance data, deployment scale, or confirmed quarter provided, the available evidence supports a direction rather than an implementation verdict. What the sources don't address: which Huawei training chips DeepSeek expects, how they perform, or when within the reported window they will arrive.